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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,315 | $78,670-92.0% | $109,173-94.2% | $85,847-92.6% |
| Participation rate | 94.9% | 68.3%+26.6pp | 75.9%+19.0pp | 69.3%+25.6pp |
| Annual return | 18.01% | 25.09%-7.1pp | 25.75%-7.7pp | 318.61%-300.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,446 | $3,467-29.4% | $4,654-47.4% | $3,952-38.1% |
| Admin fee / account holder | $60 | $5,469-98.9% | $6,755-99.1% | $6,261-99.0% |